See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $591,771 | $144,119+310.6% | $117,854+402.1% | $147,584+301.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 12.71% | 531.15%-518.4pp | 335.08%-322.4pp | 578.55%-565.8pp |
| Employer contribution / active EE | $8,648 | $4,896+76.6% | $3,786+128.4% | $4,876+77.3% |
| Participant deferral / active EE | $6,361 | $5,316+19.7% | $4,482+41.9% | $5,439+17.0% |
| Admin fee / account holder | $24,872 | $10,886+128.5% | $8,020+210.1% | $10,885+128.5% |